ISHARES TR

Ticker: XVV CUSIP: 46436E569 Class: ESG SELECT SCRE

Topel & Distasi Wealth Management, LLC's Holding History (CIK: 0001880087)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 6,170 Value ($000) $325 Avg Close — Range —
Q3 2025
Shares 6,187 Value ($000) $319 Avg Close — Range —
Q2 2025
Shares 6,758 Value ($000) $322 Avg Close — Range —
Q1 2025
Shares 6,758 Value ($000) $289 Avg Close — Range —
Q4 2024
Shares 6,736 Value ($000) $305 Avg Close — Range —
Q3 2024
Shares 6,949 Value ($000) $307 Avg Close — Range —
Q2 2024
Shares 7,023 Value ($000) $295 Avg Close — Range —
Q1 2024
Shares 7,023 Value ($000) $283 Avg Close — Range —
Q4 2023
Shares 7,550 Value ($000) $275 Avg Close — Range —
Q3 2023
Shares 7,890 Value ($000) $256 Avg Close — Range —
Q2 2023
Shares 8,300 Value ($000) $281 Avg Close — Range —
Q1 2023
Shares 8,300 Value ($000) $256 Avg Close — Range —
Q4 2022
Shares 8,300 Value ($000) $236 Avg Close — Range —
Q3 2022
Shares 8,040 Value ($000) $237 Avg Close — Range —